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Gerald C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Gerald Childs is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Nationwide Investment Services Corporation, W&S Brokerage Services, and The Prudential Insurance Company of America. Outside of finance, he owns and operates G's Trees, a business unrelated to investment services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets through a scale-oriented model that relies on outsourced portfolio construction and automated enrollment features.
Graham H
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Graham Hickey is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation. He has worked in the financial services industry since 2024, including roles at Ameriprise and Nationwide Investment Services Corporation. Outside of his advisory career, he has been involved with managing an Airbnb property called Yellow House on Main. Nationwide Investment Advisors serves retirement plan sponsors and participants using programs such as ProAccount and My Investment Planner. The firm employs independent financial experts to develop investment models, managing over $16 billion in discretionary assets as of late 2025, and focuses on automated, scale-driven delivery for a large client base primarily composed of plan participants.
Eric B
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Eric Bordonaro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials. He has 17 years of industry experience, including 18 years with Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm focuses on a scale-oriented, recordkeeper-driven model serving a large client base with outsourced portfolio construction and automated enrollment features.
Richard G
Series 63, Series 65
Columbus, OH
Hornor, Townsend & kent, LLC
Richard Galzarano is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Hornor, Townsend & Kent since 2014 and concurrently serves as an agent for Penn Mutual Life Insurance Company. Outside of his advisory role, he is a board member of the North Columbus Jaycees, a community group focused on local service initiatives. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.
David C
Series 66
Columbus, OH
Voya financial Advisors, Inc.
David Cushing is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and over 28 years of industry experience. He has been with Voya since 2014 and is also president of D.P. Cushing and Associates, LLC, a financial services firm. Outside of advisory work, he serves as a board member for CSE Federal Credit Union and operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individual, retirement plan, and charitable clients through financial planning, portfolio management, and brokerage and insurance product distribution. The firm delivers advice via Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, primarily managing assets on a non-discretionary basis.
James C
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
James Corbett Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has been with Nationwide Investment Services Corporation since 2014. Nationwide Investment Advisors specializes in providing investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Corbin J
Series 65
Worthington, OH
Kestra Advisory
Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.
Brook S
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Brook Sharp is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and possessing six years of industry experience. Prior to joining Nationwide Investment Services Corp in 2019, Sharp worked at Tailored Management and held roles outside the financial sector, including at Jimmy Johns and A Sharp Staffing. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model and utilizes independent financial experts for portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.
Zachary C
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Zachary Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as an usher and volunteer on the audit committee for Lebanon United Methodist Church. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment options.
Robert G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Gill is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations with 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and T. Rowe Price. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base with an emphasis on ERISA-covered plans.
Robert W
Series 66
Westerville, OH
Schwab Wealth Advisory
Robert Willison is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Parkland Securities, Edward Jones, and LPL Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models.
Matthew M
Series 66
Worthington, OH
Stratos Wealth Partners, Ltd
Matthew Marrah is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and eight years of industry experience. He has worked at Stratos Wealth Partners since 2018 and previously held roles at LPL Financial, Axa Advisors, and Miller Management. He is also involved in selling life insurance products to complement his advisory services. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.
Chase F
Series 63, Series 65
Dublin, OH
PNC Wealth Management
Chase Fryer is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at J.P. Morgan Securities and The Huntington Investment Company, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs, with portfolio implementation delegated to third parties.
Daniel S
Series 66
Columbus, OH
Citizens securities, Inc.
Daniel Smyth is a financial advisor at Citizens Securities, Inc. based in Columbus, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Citizens Securities, he worked at Morgan Stanley and has experience in various roles outside finance, including media and logistics. He is also the owner of a Twitter account that posts memes and football news. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency, with affiliations to Citizens Bank, N.A.
Jeffrey R
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Jeffrey Rankin is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 42 years of industry experience. Since 2014, he has been with VOYA Financial Advisors. In addition to his advisory role, he operates as an independent insurance agent, focusing on the sale of fixed annuity and level term/fixed life insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and a broad affiliate ecosystem.
Abigail B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Abigail Bowman is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Nationwide Investment Services Corp in 2018, she held roles at Checks and Balances and Simply Rolled Ice Cream, and has experience in nonprofit and educational settings. She also participates as a charity runner with Students Run Chicago. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts to develop investment lineups and focuses on serving plan participants rather than high-net-worth or corporate clients.
Sam W
Series 65, Series 63
Columbus, OH
Voya financial Advisors, Inc.
Sam Walsh is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, Walsh teaches tennis locally. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and corporate and charitable organizations, offering financial planning, portfolio management, and brokerage and insurance products through a combination of model portfolios, affiliated strategies, and third-party managers.
Michael K
CFP®
Columbus, OH
Corient
Michael Kline is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Corient in Columbus, OH, where he has worked since 2022. His prior experience includes a 19-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party managers, utilizing risk management tools and offering specialized services such as family office and trustee solutions.
Todd E
Series 63, Series 65
Blacklick, OH
Commonwealth Financial Network
Todd Emoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with both Commonwealth Financial Network and Freedom Asset Management since 2005. Outside of his advisory work, he rents a seat on the Chicago Mercantile Exchange. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Amy R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Amy Riggs is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2010. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily for retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.
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